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Stock Picks to Counter Consumer Weakness

Netflix, Visa, Expedia and others have opportunity as trends show broad weakening. Nimbleness is important.

Oct. 7, 2016 11:11 a.m. ET

KeyBanc Capital Markets-Pacific Crest Securities

Consumer weakness seems to be broadening and potentially intensifying.

While macroeconomic data (confidence, unemployment, real income gains) seems to be supportive, the KeyBanc Capital Markets/Pacific Crest Securities consumer team continues to see company and industry data points that...